Outlining the Implementation Process

Step 1 - The Onboarding Call

1. Review the status of the merchant hardware order 
2. Verify the shipping tracking numbers and where the hardware currently stands 
3. Verify the payment VAR sheet has been received with them 
4. Review the device setup form with the merchant and clarify any questions  
5. Do any files exist to import items, availabilities, or customers? If so we need to ask for them to be sent so we can import them for the next training, if none exists download mInventory and ask the merchant to scan a few items for the console training. 
6. Have the merchant download mInventory and nGauge 
7. Identify all the POS and Account configurations that need to be enabled 

Step 2 - Loading your Data

8. Review the Company Settings  
9. Setting up the Receipt Header and Footer 
10. Review Promotions & Basic Setup 
11. Managing Surcharges, Dual Pricing & Fees 
12. Enabling and configuring a Loyalty Program 
13. Managing Quickpick 
14. Managing Tax Rates
15. Setting up Users & their Roles 
16. Enabling Tenders 
17. Creating Venues, Warehouses, Stores and Register 
18. How to create or import items for the inventory catalog 
19. How to create or import the customer file and customer groups 
20. How to import your opening inventory balances 
21. Have the merchant download mInventory and nGauge 

Step 3 - POS Training

22. Verify the account has been created and merchant information has been uploaded 
23. Verify the merchant has delivered all parts and accessories and are not damaged
24. Guide the merchant to settings and connect to the internet, prompting the automatic Pax store download of the POS software 
25. Register the system with the given username, register ID, password, and company code from the onboarding email.  
26. Have the merchant turn off Quick Pick 1.0. 
27. Have the merchant do a test transaction to confirm the payment terminal is functional.
28. Explain the features of the Transaction Cart 
29. Explain the features of the Customers and Loyalty Program 
30. Explain the features of Items, and how to add/remove items. 
31. Explain features in configurations that the merchant requested, such as decimal mode. 
32. Show how to add/remove items to the cart. 
33. Show how to attach customers and enroll them into the loyalty program  
34. Show how to use and create Quickpicks, also making sure to describe how long pressing works with Quickpicks 
35. Show how to use General, fees, and Online tabs
36. Show how to search for items, advanced and simple search. 
37. Show how to do verified and unverified returns. 
38. Show how to do long press with item level modifiers/discount 
39. Show how to suspend and resume transactions. 
40. Show how to make invoice payments and reprint 
41. Introduce  the concepts of permissions 

Step 4 - Console The Finishing Touches

42. Establishing Bank Management Limits 
43. Payment Settings for Gift Cards - 
44. How to manage permissions - 
45. How to create or import configurations for the POS 
46. How to create or import Package Items 
47. How to create or import Price Books 
48. How to create or import Vendors 
49. How to create or import Bins 
50. How to create or import products to bins 
51. How to create or import Entitlements on Promotions and items 
52. How to create or import Modifiers and the Modifier Item Mapping 
53. Using Price Book 
54. Setting up Reorder Levels for Replenishment 

Step 5 - Reports Overview

55. Using Reporting Groups 
56. Sales Reports 
    1. Sales Summary- Provides an overview of the sales transactional activity and includes the net sales and transactions number. 
    2. Sales by Hour- Provides a summary of sales transaction information by hour and includes a breakdown of the total sales, units sold, and margin
    3. Sales by Classification- Allows you to compare sales between a department, category or subcategory over a period of time. 
    4. Sales by Tender- View sales by the different tenders you accept at the register to better understand how customers pay. 
    5. Sales by Item- Allows you to track the business’s sold items, and view other types of sales data on an item-by-item basis and includes QOH for items. 
    6. Tax Report- Allows you to see total taxable sales, and provides a summary by tax codes as well as the total sales. 
    7. Discount Report- Provides information about items that were discounted on an item level 
    8. Sales by Event- Provides event-related transaction details and compares key performance indicators. 
    9. Refund Report- Provides information about the percentage and amount of refund processed. 
    10. Sales by Team App - Provides a summary of sales and sales details associated with Team App 
57. Inventory Reports
    1. Inventory Balance - Provides inventory balance by store/location as well as to view item properties such as price levels, location types 
    2. Historical Balance- This report will include a column labeled Snapshot Date and will allow users to generate reports based on specific snapshot dates within a range. Historical data will be stored for 60 days 
    3. Reorder Level - Generates a reorder-level report, which displays the item IDs, UPCs, description, department, QOH, and the Reorder Quantity of each item. Gives the option to create a store order or a purchase order. 
    4. Aging Report - An inventory aging report provides key metrics on how quickly your inventory moves. Help identify slow-moving or obsolete inventory that needs to be revalued.  
    5. Transfer Detail Report - This report shows transfer transaction item details for a selected date range.
    6. PO Status Report - Track the status of a Purchase Order to see if it is Under Generation, Sent, Closed, or Canceled. 
    7. PO BackOrder Report - Provides reports for inventory reordering and back-orders, and purchase order status by item or vendor. Lists the orders that are partially received and purchase orders that are pending. 
    8. PO Variance Report - This report lists items received through purchase orders with quantity overages and price variances 
    9. Receiving Journal - This report gives you a detailed summary of all merchandise receipts which helps to analyze receiving data by SKU, offering key insights into the receiving process 
    10. Inventory Adjustment - Modify inventory levels to reflect changes in your actual inventory count that might not be in your records 
    11. Bank Management - The Bank Management Report facilitates users in comparing console totals with PLU movement, deposits, and transaction details. 
    12. Cash Balances Report - Provides users with a comprehensive summary of cash activities within registers, such as deposits, pickups, payouts, and closing balances 
58. Customer Reports
    1. Sales by Customer - Shows which customers stop by most often and who spends the most money. 
    2. House Accounts - A report for sales transactions that used a House Account (Store Credit) as the tender type. 
    3. Loyalty Balance - Provides a concise overview of customers' loyalty points status within a loyalty program. 
59. Employee Reports
    1. Time & Attendance - Used to review all clock-in and clock-outs by employees 
    2. Tip Report - Provides information about transactions that had Tip added to them 
    3. Sales by Employee - Provides detailed sales information by employee, helpful for merchants that have multiple salespeople help a customer 
60. Transaction Reports
    1. Order Status - Allows users to track and monitor the progress of online orders and orders from other sources. 
    2. Sales by Receipts - Provides you with details of transactions with respect to transaction number, auth code, card number or amount. 
    3. Gift Card Activation - Provides information about the activation of gift cards. It contains several fields to capture important details related to the activation process 

What Pro Features are not Covered

Add On Training

61. Enabling and configuring Text Marketing
62. Enabling and configuring Feedback and Surveys
63. Configuring the Invoicing Module
64. Enabling and configuring retailcloud Online, BigCommerce, or Shopify

Enterprise Training

65. Enabling Rule-Based Automation
66. Enabling Exo
67. Enabling Fan Vista, OnTour, Tikt, SuiteSpot
68. Enabling Great Plains, Oracle, NetSuite, etc
69. Enabling VenueNext, Venuetize, Fortress, FanMaker and Givex
70. Enabling Avalara
71. Mapping Locations for iSeries and NetSuite
72. How to use the wizard for  Venue, Warehouse, Store, Register, Event or User Entitlements
73. Managing the Approval Matrix on Purchases Orders 
74. Creating and Using Reason Codes
75. Creating & Managing Games & Events

Articles in this section

• Outlining the Implementation Process
• Setup Magellan Scanner/Scale
• DAY 1